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Category: Financial Planning

3 posts categorized as "Financial Planning"

The Importance of Health Care Planning During a Time of COVID

Jan 26, 2021

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

Times have changed.  Masks, social distancing, quarantine – it’s a new world.  One thing that remains, though, is making sure you plan for yourself in case of an emergency.  Perhaps one of the most overlooked planning needs, but one that is incredibly important, is incapacity planning.

Many people either fail to address incapacity or just think it “won’t happen to me.”  While that logic has always been flawed,

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Scary Financial Mistakes: Failing to Update Your Beneficiary Designations

Oct 22, 2020

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Having the details of your personal and financial life made public would be horrifying for most people. Yet, I see it all the time with IRAs, 401(k)s and other retirement account assets. Two common situations that can cause your private financial matters to be made public are not naming a beneficiary and forgetting to update your beneficiary designations after divorce.

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Scary Financial Mistakes: Start with the Scattered Pieces of Your Financial Plan

Oct 2, 2020

By Debbie Placke, Vice President and Manager, Financial Planning Strategies and Marketing

Most of us have been cooped up inside the walls of our home more than we would have liked since March. With cooler weather, there are boundless opportunities to enjoy some time outside of those walls. With Halloween around the corner, October is known for scary events and movies. Whether it is a haunted hayride, or an evening visit to a family fun farm,

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